Create a More Satisfying Life!

Personal Coaching— Online Classes— Workshops

Jerry Bergner is a teacher, trainer, problem solver and brainstorming junkie who loves to coach people both personally and professionally as demonstrated in his financial management career over the past 22 years.

Jerry lives his life according to this program. He’s been a financial planner for many years, and upon discovering the book, If Your Life Were a Business, Would You Invest In It?, John Eckblad and David Kiel, McGraw Hillin 2007, he invested hundreds of hours into refining the program and the workshop–with the full consent of the authors. If you are serious about investing in your life as if it were a well run business, then Jerry will accelerate your efforts though his effective and life-changing course and personal coaching methodology.

1-to-1

Personal Coaching

I guide individuals and team members in creating purpose-driven lives that are worth investing in. Through my interactive workshops and coaching, I can help you create a realistic and comprehensive life plan that focus your time, talents, energy, and money in the areas that bring you the most satisfaction and reward.

The foundation of our work is to ensure that your goals are aligned with what is most important to you, what are the most satisfying areas in which you can spend your time,and what activities provide you with the most gratification. Once these basics are understood, and agreed upon, the coaching process can proceed in a more streamlined and intentional manner.

Online Class

“CEO of Your Life”

Create a more satisfying life through this 8-week online course!You don’t need to choose between Financial Security or The Life You Really Want! You Can Have Both!

What is “CEO of You Life” course ?

The “CEO of You Life” course is an eight-step online course that helps you to discover your real values, passions, purposes, and helps you create the vision for your ultimate life in a workbook you can always refer to after the class is over.

Click below to learn more about this exciting course that has a reputation for changing course participants lives.

This 8-Lesson Workshop will encourage you to evaluate your life. Did the use of your time, energy, and money this past year bring you happiness? Open up new possibilities by discovering your purpose and values, and then design the next chapter of your life.

"Securities offered through SCF Securities Inc., Member FINRA/SIPC. Investment advisory services offered through SCF Investment Advisors Inc.
155 E. Shaw Ave. Suite 102, Fresno, CA 93710 • Call (800) 955-2517 • Fax Call (559) 456- 6109. Neither SCF Securities Inc. nor SCF Investment Advisors Inc. are affiliated with Integrated Life and Financial Planning".
This website is for informational purposes only and should not be considered a solicitation by Integrated Life and Financial Planning to transact business in any jurisdiction in which it not excluded or exempted from the registration as an investment adviser or in which ILAFP has not complied with any registration or filing requirements.
As communication via e-mail is subject to time delay, please do not send orders to buy or sell securities or transfer money through this system. Integrated Life and Financial Planning assumes no liability for transactional messages sent through this system. For additional information about Jerry Bergner, you may visit BrokerCheck.